Doug Stratton, CLU started his financial career in 1976 in the Lower Mainland. He obtained his Chartered Life Underwriter (CLU) designation in 1986 and relocated to Penticton in 1987. Doug has been an active member of Advocis and is Past Chair of the Advocis continuing education seminar held annually in Kelowna. Doug is very active in the local community and is currently a member of the Penticton & District Hospice Society. He has many years of experience providing solid financial advice and products to individuals and companies assisting them in identifying and achieving their goals & objectives.
Susan Steadman, Administrative Assistant to Doug Stratton has been with Apple Planning Services Services Inc. since 2008. Susan is your primary contact for investments, mutual funds and administrative issues.
* Only Mutual Funds and related products referenced are offered through Hollis Wealth Advisory Services Inc.